thredUP, Inc. Class A (TDUP)

Over the past six months, ThredUP's stock price has experienced fluctuations, closing at $4.51 on February 5, 2026. Key events impacting the stock include the announcement of record Q3 2025 results with a 34% year-over-year revenue increase, the appointment of Kelly Bodnar Battles to the Board of Directors, a co-founder stock sale of approximately $1.5 million, and the announcement of the Q4 and full year 2025 financial results release date.

While specific data is not explicitly detailed, there are indications of seasonal trends. The fourth quarter tends to be a high point for the company's profitability, correlating with increased demand during the holiday season. A report from October 2025 revealed that 40% of holiday budgets were projected to go towards secondhand gifts, suggesting increased demand around this period.

ThredUP, Inc. is an American online resale platform specializing in secondhand apparel, shoes, and accessories. Founded in 2009 and headquartered in Oakland, California, it operates as a managed marketplace, streamlining consignment for sellers and providing a quality-controlled inventory for buyers. The company's core value proposition is simplifying the resale experience, powered by a proprietary logistics and data platform. ThredUP also offers a Resale-as-a-Service (RaaS) model, enabling brands and retailers to integrate resale experiences for their customers.

ThredUP's operations primarily span the United States and Europe, where it maintains several distribution centers. The company's geographical segments are reported as "United States and Others."

In the past year, ThredUP has focused on enhancing its brand and mission, unveiling a new brand identity with AI-driven tools and an increased focus on its U.S. marketplace. This rebrand introduced features like "The Daily Edit" and "AI-Powered Discovery" to streamline the shopping experience. ThredUP's mission is to inspire consumers to think secondhand first, promoting a more sustainable future. The company also released its fourth annual Impact Report, detailing its ESG strategy and progress.

Institutional investors hold a significant portion of ThredUP Inc.'s stock, controlling 71.47% of shares outstanding. Major institutional owners include SMCWX - SMALLCAP WORLD FUND INC Class A, Capital World Investors, BlackRock, Inc., Vanguard Group Inc, NEAGX - Needham Aggressive Growth Fund Retail Class, Needham Investment Management Llc, Marshall Wace, Llp, Prudential Financial Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Millennium Management Llc. Company insiders hold 8.20% of the stock.